Civic Intelligence

Roger Cox & Associates Inc.

Plan context: Roger Cox & Associates Inc. 401K Plan Investment Plan

EIN 85-0208973 • Albuquerque, NM • 25 filings • 4 plans

1717 Louisiana Boulevard NESuite 111Albuquerque, NM 87110
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$1,223,347

2023 Contributions

$12,652

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,534,327$767,164$0199920112022YearValue
$1,223,347Latest year 2022

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

25130199920112022YearValue
7Latest year 2022

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202310$0$12,652-
Roger Cox & Associates Inc. 401K Plan Investment Plan-0$0$12,652-
202217$1,223,347$22,940$3,277iApproximate average salary by contribution assumption: employee only about $81,929 at 4% or $54,619 at 6%; with 50% employer match about $54,619 at 4% or $36,413 at 6%; with 100% employer match about $40,964 at 4% or $27,310 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-7$1,223,347$22,940$3,277iApproximate average salary by contribution assumption: employee only about $81,929 at 4% or $54,619 at 6%; with 50% employer match about $54,619 at 4% or $36,413 at 6%; with 100% employer match about $40,964 at 4% or $27,310 at 6%.
202119$1,534,327$28,440$3,160iApproximate average salary by contribution assumption: employee only about $79,000 at 4% or $52,667 at 6%; with 50% employer match about $52,667 at 4% or $35,111 at 6%; with 100% employer match about $39,500 at 4% or $26,333 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-9$1,534,327$28,440$3,160iApproximate average salary by contribution assumption: employee only about $79,000 at 4% or $52,667 at 6%; with 50% employer match about $52,667 at 4% or $35,111 at 6%; with 100% employer match about $39,500 at 4% or $26,333 at 6%.
202019$1,359,071$38,340$4,260iApproximate average salary by contribution assumption: employee only about $106,500 at 4% or $71,000 at 6%; with 50% employer match about $71,000 at 4% or $47,333 at 6%; with 100% employer match about $53,250 at 4% or $35,500 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-9$1,359,071$38,340$4,260iApproximate average salary by contribution assumption: employee only about $106,500 at 4% or $71,000 at 6%; with 50% employer match about $71,000 at 4% or $47,333 at 6%; with 100% employer match about $53,250 at 4% or $35,500 at 6%.
201919$1,162,306$30,540$3,393iApproximate average salary by contribution assumption: employee only about $84,833 at 4% or $56,556 at 6%; with 50% employer match about $56,556 at 4% or $37,704 at 6%; with 100% employer match about $42,417 at 4% or $28,278 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-9$1,162,306$30,540$3,393iApproximate average salary by contribution assumption: employee only about $84,833 at 4% or $56,556 at 6%; with 50% employer match about $56,556 at 4% or $37,704 at 6%; with 100% employer match about $42,417 at 4% or $28,278 at 6%.
201819$959,134$32,040$3,560iApproximate average salary by contribution assumption: employee only about $89,000 at 4% or $59,333 at 6%; with 50% employer match about $59,333 at 4% or $39,556 at 6%; with 100% employer match about $44,500 at 4% or $29,667 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-9$959,134$32,040$3,560iApproximate average salary by contribution assumption: employee only about $89,000 at 4% or $59,333 at 6%; with 50% employer match about $59,333 at 4% or $39,556 at 6%; with 100% employer match about $44,500 at 4% or $29,667 at 6%.
201719$986,138$32,040$3,560iApproximate average salary by contribution assumption: employee only about $89,000 at 4% or $59,333 at 6%; with 50% employer match about $59,333 at 4% or $39,556 at 6%; with 100% employer match about $44,500 at 4% or $29,667 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-9$986,138$32,040$3,560iApproximate average salary by contribution assumption: employee only about $89,000 at 4% or $59,333 at 6%; with 50% employer match about $59,333 at 4% or $39,556 at 6%; with 100% employer match about $44,500 at 4% or $29,667 at 6%.
201619$845,905$32,925$3,658iApproximate average salary by contribution assumption: employee only about $91,458 at 4% or $60,972 at 6%; with 50% employer match about $60,972 at 4% or $40,648 at 6%; with 100% employer match about $45,729 at 4% or $30,486 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-9$845,905$32,925$3,658iApproximate average salary by contribution assumption: employee only about $91,458 at 4% or $60,972 at 6%; with 50% employer match about $60,972 at 4% or $40,648 at 6%; with 100% employer match about $45,729 at 4% or $30,486 at 6%.
201518$775,200$27,140$3,393iApproximate average salary by contribution assumption: employee only about $84,813 at 4% or $56,542 at 6%; with 50% employer match about $56,542 at 4% or $37,694 at 6%; with 100% employer match about $42,406 at 4% or $28,271 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-8$775,200$27,140$3,393iApproximate average salary by contribution assumption: employee only about $84,813 at 4% or $56,542 at 6%; with 50% employer match about $56,542 at 4% or $37,694 at 6%; with 100% employer match about $42,406 at 4% or $28,271 at 6%.
201416$756,853$24,687$4,115iApproximate average salary by contribution assumption: employee only about $102,863 at 4% or $68,575 at 6%; with 50% employer match about $68,575 at 4% or $45,717 at 6%; with 100% employer match about $51,431 at 4% or $34,288 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-6$756,853$24,687$4,115iApproximate average salary by contribution assumption: employee only about $102,863 at 4% or $68,575 at 6%; with 50% employer match about $68,575 at 4% or $45,717 at 6%; with 100% employer match about $51,431 at 4% or $34,288 at 6%.
201318$713,861$40,795$5,099iApproximate average salary by contribution assumption: employee only about $127,484 at 4% or $84,990 at 6%; with 50% employer match about $84,990 at 4% or $56,660 at 6%; with 100% employer match about $63,742 at 4% or $42,495 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-8$713,861$40,795$5,099iApproximate average salary by contribution assumption: employee only about $127,484 at 4% or $84,990 at 6%; with 50% employer match about $84,990 at 4% or $56,660 at 6%; with 100% employer match about $63,742 at 4% or $42,495 at 6%.
2012111$1,010,799$70,000$6,364iApproximate average salary by contribution assumption: employee only about $159,091 at 4% or $106,061 at 6%; with 50% employer match about $106,061 at 4% or $70,707 at 6%; with 100% employer match about $79,545 at 4% or $53,030 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-11$1,010,799$70,000$6,364iApproximate average salary by contribution assumption: employee only about $159,091 at 4% or $106,061 at 6%; with 50% employer match about $106,061 at 4% or $70,707 at 6%; with 100% employer match about $79,545 at 4% or $53,030 at 6%.
201118$994,448$50,299$6,287iApproximate average salary by contribution assumption: employee only about $157,184 at 4% or $104,790 at 6%; with 50% employer match about $104,790 at 4% or $69,860 at 6%; with 100% employer match about $78,592 at 4% or $52,395 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-8$994,448$50,299$6,287iApproximate average salary by contribution assumption: employee only about $157,184 at 4% or $104,790 at 6%; with 50% employer match about $104,790 at 4% or $69,860 at 6%; with 100% employer match about $78,592 at 4% or $52,395 at 6%.
201019$1,115,539$88,761$9,862iApproximate average salary by contribution assumption: employee only about $246,558 at 4% or $164,372 at 6%; with 50% employer match about $164,372 at 4% or $109,581 at 6%; with 100% employer match about $123,279 at 4% or $82,186 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-9$1,115,539$88,761$9,862iApproximate average salary by contribution assumption: employee only about $246,558 at 4% or $164,372 at 6%; with 50% employer match about $164,372 at 4% or $109,581 at 6%; with 100% employer match about $123,279 at 4% or $82,186 at 6%.
200918$940,411$64,255$8,032iApproximate average salary by contribution assumption: employee only about $200,797 at 4% or $133,865 at 6%; with 50% employer match about $133,865 at 4% or $89,243 at 6%; with 100% employer match about $100,398 at 4% or $66,932 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-8$940,411$64,255$8,032iApproximate average salary by contribution assumption: employee only about $200,797 at 4% or $133,865 at 6%; with 50% employer match about $133,865 at 4% or $89,243 at 6%; with 100% employer match about $100,398 at 4% or $66,932 at 6%.
2008122$709,063$78,434$3,565iApproximate average salary by contribution assumption: employee only about $89,130 at 4% or $59,420 at 6%; with 50% employer match about $59,420 at 4% or $39,613 at 6%; with 100% employer match about $44,565 at 4% or $29,710 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-22$709,063$78,434$3,565iApproximate average salary by contribution assumption: employee only about $89,130 at 4% or $59,420 at 6%; with 50% employer match about $59,420 at 4% or $39,613 at 6%; with 100% employer match about $44,565 at 4% or $29,710 at 6%.
2007119$826,526$92,031$4,844iApproximate average salary by contribution assumption: employee only about $121,093 at 4% or $80,729 at 6%; with 50% employer match about $80,729 at 4% or $53,819 at 6%; with 100% employer match about $60,547 at 4% or $40,364 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-19$826,526$92,031$4,844iApproximate average salary by contribution assumption: employee only about $121,093 at 4% or $80,729 at 6%; with 50% employer match about $80,729 at 4% or $53,819 at 6%; with 100% employer match about $60,547 at 4% or $40,364 at 6%.
2006116$688,131$91,912$5,745iApproximate average salary by contribution assumption: employee only about $143,613 at 4% or $95,742 at 6%; with 50% employer match about $95,742 at 4% or $63,828 at 6%; with 100% employer match about $71,806 at 4% or $47,871 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-16$688,131$91,912$5,745iApproximate average salary by contribution assumption: employee only about $143,613 at 4% or $95,742 at 6%; with 50% employer match about $95,742 at 4% or $63,828 at 6%; with 100% employer match about $71,806 at 4% or $47,871 at 6%.
2005120$595,295$56,817$2,841iApproximate average salary by contribution assumption: employee only about $71,021 at 4% or $47,348 at 6%; with 50% employer match about $47,348 at 4% or $31,565 at 6%; with 100% employer match about $35,511 at 4% or $23,674 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-20$595,295$56,817$2,841iApproximate average salary by contribution assumption: employee only about $71,021 at 4% or $47,348 at 6%; with 50% employer match about $47,348 at 4% or $31,565 at 6%; with 100% employer match about $35,511 at 4% or $23,674 at 6%.
2004125$512,597$51,128$2,045iApproximate average salary by contribution assumption: employee only about $51,128 at 4% or $34,085 at 6%; with 50% employer match about $34,085 at 4% or $22,724 at 6%; with 100% employer match about $25,564 at 4% or $17,043 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-25$512,597$51,128$2,045iApproximate average salary by contribution assumption: employee only about $51,128 at 4% or $34,085 at 6%; with 50% employer match about $34,085 at 4% or $22,724 at 6%; with 100% employer match about $25,564 at 4% or $17,043 at 6%.
2003125$531,851$65,720$2,629iApproximate average salary by contribution assumption: employee only about $65,720 at 4% or $43,813 at 6%; with 50% employer match about $43,813 at 4% or $29,209 at 6%; with 100% employer match about $32,860 at 4% or $21,907 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-25$531,851$65,720$2,629iApproximate average salary by contribution assumption: employee only about $65,720 at 4% or $43,813 at 6%; with 50% employer match about $43,813 at 4% or $29,209 at 6%; with 100% employer match about $32,860 at 4% or $21,907 at 6%.
2002117$369,035$61,323$3,607iApproximate average salary by contribution assumption: employee only about $90,181 at 4% or $60,121 at 6%; with 50% employer match about $60,121 at 4% or $40,080 at 6%; with 100% employer match about $45,090 at 4% or $30,060 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-17$369,035$61,323$3,607iApproximate average salary by contribution assumption: employee only about $90,181 at 4% or $60,121 at 6%; with 50% employer match about $60,121 at 4% or $40,080 at 6%; with 100% employer match about $45,090 at 4% or $30,060 at 6%.
2001113$388,922$47,052$3,619iApproximate average salary by contribution assumption: employee only about $90,485 at 4% or $60,323 at 6%; with 50% employer match about $60,323 at 4% or $40,215 at 6%; with 100% employer match about $45,242 at 4% or $30,162 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-13$388,922$47,052$3,619iApproximate average salary by contribution assumption: employee only about $90,485 at 4% or $60,323 at 6%; with 50% employer match about $60,323 at 4% or $40,215 at 6%; with 100% employer match about $45,242 at 4% or $30,162 at 6%.
2000113$390,835$50,326$3,871iApproximate average salary by contribution assumption: employee only about $96,781 at 4% or $64,521 at 6%; with 50% employer match about $64,521 at 4% or $43,014 at 6%; with 100% employer match about $48,390 at 4% or $32,260 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-13$390,835$50,326$3,871iApproximate average salary by contribution assumption: employee only about $96,781 at 4% or $64,521 at 6%; with 50% employer match about $64,521 at 4% or $43,014 at 6%; with 100% employer match about $48,390 at 4% or $32,260 at 6%.
1999113$411,037$40,560$3,120iApproximate average salary by contribution assumption: employee only about $78,000 at 4% or $52,000 at 6%; with 50% employer match about $52,000 at 4% or $34,667 at 6%; with 100% employer match about $39,000 at 4% or $26,000 at 6%.
Roger Cox & Associates Inc. 401K Plan Investment Plan-13$411,037$40,560$3,120iApproximate average salary by contribution assumption: employee only about $78,000 at 4% or $52,000 at 6%; with 50% employer match about $52,000 at 4% or $34,667 at 6%; with 100% employer match about $39,000 at 4% or $26,000 at 6%.